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Retirement Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Retirement Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,327
Closed -$140K – 699
2021
Q1 		$140K Buy
5,327
+135
+3% +$3.61K 0.06% 154
2020
Q4 		$141K Buy
5,192
+787
+18% +$21.2K 0.06% 151
2020
Q3 		$118K Buy
4,405
+25
+0.6% +$672 0.07% 166
2020
Q2 		$117K Buy
+4,380
New +$113K 0.07% 149
2019
Q4 		$42K Buy
+1,650
New +$42K 0.03% 244

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Retirement Group's IBDR Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2021, closing a stake of 5,327 shares — an estimated $140K sold.

Retirement Group first reported a position in IBDR in Q4 2019 and held it in 5 quarters. The position peaked at $141K in Q4 2020. 104 funds tracked by Wall St. Rank hold IBDR as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 5,327 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2021, an estimated $140K.
  • Retirement Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Retirement Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $141K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.